Productivity
Advanced Inventory: Tips & Tricks
Learn how to manage variants, set low-stock alerts, and use categories effectively to become a power-user of Zeneva's inventory tools.
From Novice to Pro: Mastering Your Inventory in Zeneva
You've added your products and you're making sales. That's a great start! But to truly unlock the power of Zeneva, you need to go beyond the basics. This guide will cover some of the more advanced features and best practices that can help you manage your inventory with greater precision and efficiency.
1. The Power of Categories
Properly categorizing your products is one of the most impactful things you can do. It might seem like a small detail, but it powers several key features:
- Smarter Analytics: The "Inventory by Category" chart on your dashboard gives you an at-a-glance view of your stock distribution. Are you over-invested in 'Electronics' and under-stocked on 'Apparel'? Categories make this obvious.
- Efficient Filtering: In your Inventory and POS pages, you can filter your view by category, making it much easier to manage large catalogs and find items quickly.
- AI-Powered Insights: Our Zen AI features use categories to make more relevant suggestions. For example, it might notice that your 'Home Goods' products have less descriptive text than your 'Electronics' and suggest improvements.
Pro-Tip: Be consistent with your category names. 'Home Goods' and 'home-goods' will be treated as two different categories. Choose a format and stick with it. You can manage your categories in the Settings page.
2. Set Meaningful Low-Stock Thresholds
By default, Zeneva might have a simple low-stock alert. However, on the Pro plan and above, you can set a custom lowStockThreshold for each product. This is crucial because not all products are created equal.
- Fast-Moving Items: For a product that sells 10 units a day, a low-stock alert at 5 units is too late. You should set its threshold much higher, perhaps at 50 or 100, to give you enough lead time to reorder.
- Slow-Moving Items: For a high-value item that sells once a month, a threshold of 2 or 3 might be perfectly adequate.
Tuning these thresholds turns your "Low Stock Alerts" from a simple warning into a proactive, intelligent reordering system.
"Once we customized our low-stock alerts, we practically eliminated stockouts on our bestsellers. It's been a game-changer for revenue." - Zeneva Business User
3. Use SKUs for Unambiguous Tracking
SKU stands for "Stock Keeping Unit." It's a unique code that you assign to each specific product in your inventory. While product names can be similar (e.g., "Zeneva Hoodie - Large" and "Zeneva Hoodie - Medium"), SKUs should always be unique.
- Eliminate Errors: Using SKUs prevents mix-ups between similar products during sales or stock counts.
- Integration-Ready: If you ever expand to other platforms or use barcode scanners, SKUs are the universal language that connects everything.
- Easy Searching: It's often faster and more accurate to search for a specific SKU than a long product name in both the Inventory and POS pages.
Pro-Tip: Develop a consistent SKU format. For example: `BRAND-CATEGORY-ITEM-SIZE`. A large, blue Zeneva hoodie could be `ZNV-HDE-001-L-BLU`.
4. Add Cost Prices for True Profitability Tracking
Your 'Price' is what the customer pays. Your 'Cost Price' is what you paid for the item. Recording both is essential for understanding your business's true financial health. When you add a cost price to your products, Zeneva can automatically calculate:
- Profit per Sale: See your exact profit on every single receipt.
- Profit & Loss Reports: In the 'Reports' section (Pro Plan and above), you can view detailed charts on your revenue, cost of goods sold (COGS), and total profit over time.
- Inventory Valuation: Zen AI uses cost price to accurately calculate the value of your "Money Locked in Stock," giving you a real number for capital tied up in unsold goods.
By implementing these advanced practices, you transform Zeneva from a simple record-keeping tool into the strategic core of your retail operation.